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PostedOctober 7, 2021
Strategic giving involves the alignment of your long-term financial goals with your philanthropic aspirations. Before pursuing a charitable giving plan, it is important to understand the number of tax-effective strategies available to you.
If you have been making cash donations or are considering writing a cheque to your favourite cause or charity, especially if you’ve had a high-income year, there are effective tools you can implement to reduce your taxable income and ensure the greatest impact on your cause and your financial future. Hosts Ron Haik and Rick Goossen share their smarter, tax-effective giving strategies.
This podcast was based on our recent Webinar. Watch the webinar here.
Ron Haik is a Senior Financial Planner and the Ontario Regional Manager in the Nicola Wealth’s Toronto office, with over 20 years of experience in the financial services industry. He has gained a breadth of experience working with some of the world’s largest financial institutions advising clients in a variety of roles, such as Financial Planner and Investment Advisor, in the areas of domestic and offshore planning for the high net worth segment.
For his full bio, visit: nicolawealth.com/our-team/ron-haik
Rick Goossen is a member of Nicola Wealth’s Business Development team. He brings with him an extensive background in the finance and legal industries, including five years in Hong Kong with the largest law firm and a merchant bank.
Rick has extensive experience with high net worth individuals and families, working with them in both a financial and governance capacity. He thrives on understanding the business and entrepreneurial journey of individuals and families and then using creative and strategic thinking skills to help them succeed.
Read Rick’s full bio here: https://nicolawealth.com/our-team/rick-goossen/
This presentation contains the current opinions of the presenter and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide legal, accounting, tax or specific investment advice. Please speak to your NWM advisor regarding your unique situation. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. NWM Fund returns are quoted net of fund-level expenses. Past performance is not indicative of future results. All investments contain risk and may gain or lose value. Projected returns are estimates only. Returns are not guaranteed. NWM is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required provincial securities’ commissions in Canada.